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Investment Management Software with Client Management (2026) - Page 4

Last updated: March 2026

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81 software options

Moneytree Advise logo
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Planning solution for busy financial advisors

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Moneytree Advise is an efficient solution for busy financial advisors. It offers streamlined, goal-based planning with intuitive navigation, assumptions-based methodology, and clear reports, allowing advisors to spend more time with clients and less time creating financial plans. Moneytree Advise also provides instant side-by-side scenario comparisons for rich client interaction.

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WealthERP logo
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Cloud-based financial services platform for wealth advisors

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WealthERP is a cloud-based wealth management and financial services platform designed to streamline investment as well as 360-degree portfolio management for financial advisors, planners, and distributors.

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CEPRES logo
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Cloud-based private equity data analytics platform

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CEPRES: the trusted platform for private market insights, connecting investors with proprietary data and analytics for better outcomes.

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etops Portfolio Manager logo
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Unified portfolio oversight with real-time analytics

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Effortlessly integrate data from multiple sources for a comprehensive view of client assets and holdings. In large and complex portfolios, illiquid or alternative investments often make up the most significant share. It provides you with the tools for strategy, management and ownership control.

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Yardi Investment Accounting logo
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Cloud-based real estate investment accounting

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Yardi Investment Accounting is a real estate investment accounting solution designed to automate complex financial processes, streamline distributions and reporting. The platform supports all ownership structures and integrates with other Yardi solutions for full transparency from investor to asset.

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My Property Organiser logo
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Property wealth management platform for investors

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My Property Organiser is a property wealth management platform designed for investors, agents, and property professionals. The software provides live portfolio valuations, document storage, automated income and expense categorization, and compliance tools including Making Tax Digital submission capabilities. The platform features AI-driven insights, capital appreciation tracking, market analytics, tenant management, and equity refinancing analysis within a centralized dashboard.

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